Advisors at this firm
Cameron F
CFP®, Series 66
Rehoboth Beach, DE
BDFS Capital LLC
Cameron Fitzgerald is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently affiliated with BDFS Capital LLC and has prior experience with firms including The Leaders Group Inc, MS Howells & Co., and LPL Financial. Outside of financial advising, he is a partner in a local transportation business, Diamond State Limousine LLC. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple analytical methods and offers both long- and short-term trading strategies, sponsoring a wrap fee program and managing a broad investment universe that includes alternatives such as private equity and commodities.
Jeffrey P
CFP®, Series 63, Series 65
Rehoboth Beach, DE
BDFS Capital LLC
Jeffrey Puglia is a CFP® with 28 years of industry experience, currently serving at BDFS Capital LLC. His prior work includes roles at LPL Financial and Ms Howells & Co. Outside of advisory work, he is president of Jiggy's Farms, which produces natural soil amendments, and serves as treasurer for the Friends of Milford Museum. BDFS Capital LLC provides portfolio management and financial planning to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs various analytical methods and trading approaches, sponsors a wrap fee program, and offers access to a broad investment universe including alternatives and private placements.
Kenneth R
Series 66
Rehoboth Beach, DE
BDFS Capital LLC
Kenneth Reese is a financial advisor at BDFS Capital LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc, MS Howells & Co., LPL Financial, and Guardian Life Insurance Company. Reese is also a partner at Black Diamond Financial Solutions, where he creates and monitors financial plans and investments. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple methods of analysis and offers both long-term and short-term trading approaches, sponsoring a wrap fee program and incorporating a broad investment universe that includes alternatives such as private equity and commodities.
Mark N
CFP®, Series 63, Series 65
Rehoboth Beach, DE
BDFS Capital LLC
Mark Nehra is a CFP® with 17 years of industry experience, currently serving at BDFS Capital LLC. His prior roles include positions at Black Diamond Financial Solutions, Waddell & Reed, and various insurance carriers. Outside of his advisory work, he is Treasurer of the Milford Senior Center Board of Directors and President of the Lynnwood Village Homeowners Association. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs diverse analytical methods and offers a wrap fee program alongside directing clients to third-party platforms when appropriate.
Nathan K
ChFC®, Series 66
Lancaster, PA
BDFS Capital LLC
Nathan Kibler is a financial advisor with BDFS Capital LLC in Lancaster, PA, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including roles at Tarigas Investment Advisory, Black Diamond Financial Solutions, and MassMutual. Outside of his advisory work, he is licensed as a broker with multiple life insurance companies. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm uses a variety of analytical methods and trading strategies, sponsors a wrap fee program, and offers access to a broad investment universe that includes alternative assets.
Wesley H
Series 65
Rehoboth Beach, DE
BDFS Capital LLC
Wesley Humes is a financial advisor at BDFS Capital LLC with Series 65 credentials and one year of industry experience. Prior to joining BDFS Capital, he worked in construction and has been involved with Blue Hen Restaurant for eight years. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs diverse analytical methods and offers both long-term and short-term trading approaches, sponsoring a wrap fee program and including a broad investment universe that encompasses alternatives such as private equity and venture capital.
Joseph M
Series 65
Rehoboth Beach, DE
BDFS Capital LLC
Joseph Mc Gloin is a financial advisor at BDFS Capital LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Starboard Claw and Fin's Hospitality Group. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple analytical methods and offers both long-term and short-term trading strategies, sponsoring a wrap fee program and managing a broad investment universe that includes alternatives such as private equity and commodities.
Austin C
Series 65
Rehoboth Beach, DE
BDFS Capital LLC
Austin Carter is a financial advisor at BDFS Capital LLC with one year of industry experience. He holds a Series 65 designation and previously served seven years in the United States Air Force. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, qualified retirement plans, corporations, and trusts. The firm employs multiple analytical methods and offers both long-term and short-term trading approaches, sponsoring a wrap fee program and utilizing a broad investment universe that includes alternatives such as private equity and venture capital.
Derrick D
Series 65
Rehoboth Beach, DE
BDFS Capital LLC
Derrick Diksa is a financial advisor at BDFS Capital LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Bank of America for eight years. Outside of his advisory role, Diksa is involved in local professional networking groups, serving as president of The Lewes Collective and vice-president of Business Network International's Rehoboth 1 Chapter. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs a variety of analytical methods and offers both long-term and short-term trading strategies, sponsoring a wrap fee program and maintaining a broad investment universe that includes alternatives such as private equity and commodities.
